SIMPLE SWITCH KIT
6 Simple Steps!
1. Open your new account at Frontier State Bank.
2. Sign up for Online Banking.
3. Stop using your former account and begin using your new account from
Frontier State Bank as soon as possible.
4. Change your Direct Deposits to your new account.
5. Change your Automatic Payments to your new account.
6.
Close your former account at the other institution.
3 Simple Forms!
1. Direct Deposit Authorization Change Form
2. Automatic Payment Authorization Form
3.
Account Closing Request Form
Getting started is simple! Use the checklist on the next page to help you organize what you need
to simply switch to Frontier State Bank. This information will help you complete the various
forms mentioned above.
SIMPLE SWITCH KIT
Use this form to gather all of your auto pay and deposit information in one place for easy reference. This will also assist you in setting up paying your bills online through the Frontier State Bank.
Automatic Payment Checklist
Pay Company Account Number Amount Date of Payment
Auto Loans Cable/TV Cell Phone Charities Credit Cards Daycare Electric Gas/Oil Health Club Insurance Internet Provider Investments IRA/Retirement Mortgage/Rent Telephone Trash Removal Tuition/School Expense Water Other Other
Direct Deposit Checklist
Pay Company Account Number Amount Date of Payment
Employee Payroll Investment Incomes
Pension(s)/Retirement Plans Social Security
Direct Deposit Authorization Change Form
Date
Company Name
SIMPLE SWITCH KIT
City, State, Zip Code
To Whom It May Concern:
I have recently changed banks and would like to change my account information for all direct deposits. Please begin making all deposits to my new account at Frontier State Bank.
If you have any questions regarding this request, please contact me via the information below. Thank you for your assistance.
Sincerely,
Authorized Signer Date
Direct Deposit Information
Name Social Security Number or Employee Number
Address City/State Zip
Phone (Day) Phone (Cell) Phone (Evening)
Old Bank Name Old Routing Number Old Account Number
New Bank Name New Routing Number New Account Number
Automatic Payment Authorization Form
Date
Company Name
SIMPLE SWITCH KIT
City, State, Zip Code
To Whom It May Concern:
I have recently changed banks and would like my automatic payment with your company changed to my new account. Please discontinue debiting my old bank account and begin making automatic withdrawals from my new account at Frontier State Bank.
If you have any questions regarding this request, please contact me via the information below. Thank you for your assistance.
Sincerely,
Authorized Signer Date
Automatic Payment Information
Name Phone (Day) Phone (Evening)
Address City/State Zip
Amount debited (Enter payment amount or "amount due")
Old Bank Name Routing Number Account Number
Payment or Reason Date of Payment
Account Closing Request
Date
Company Name
SIMPLE SWITCH KIT
City, State, Zip Code
To Whom It May Concern:
Please accept this letter as my authorization to close my account(s) at your bank. Please close the below accounts and send me a check for the remaining balance(s) to my address.
If you have any questions regarding this request, please contact me at via the information below. Thank you for your assistance.
Sincerely,
Authorized Signer Date
Account Closing Request
Account #1
Account #2
Account #3
Name Phone (Day) Phone (Evening)